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Stephen Kolano

Chief Investment OfficerIntegrated Wealth Concepts LLCCRD 3258184

About Stephen Kolano

Stephen Kolano is listed as Chief Investment Officer at Integrated Wealth Concepts LLC in Waltham, MA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Integrated Wealth Concepts LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Kolano work?

Stephen Kolano is listed as Chief Investment Officer at Integrated Wealth Concepts LLC on SEC Form ADV.

How much of Integrated Wealth Concepts LLC does Stephen Kolano own?

Form ADV reports a beneficial ownership band of Under 5%.

Integrated Wealth Concepts LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2023